Money Matters with Deb & Laurie
We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams. At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals. We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor. To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care. We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams.
Episodes
Today we’re talking about one of the biggest financial traps of the social media
era—the pressure to look wealthy instead of actually becoming wealthy. From luxury
vacations and leased cars to “entrepreneur lifestyles” online, are Americans chasing
financial freedom… or just the appearance of success?
Reach out to Deb and Laurie at 800-932-5010 or
“Here’s the tricky part about retirement planning—some of the biggest mistakes don’t
look risky at all.”
They feel cautious. Conservative. Even smart.
Until you zoom out and see the long-term impact.
• Why is “playing it too safe” becoming a bigger risk than people realize
Reach out to Deb and Laurie at 800-932-5010 or
Explore comprehensive retirement planning strategies with Deb and Laurie, focusing on income management, tax efficiency, and flexible strategies to ensure a secure and confident retirement.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy information.
Deb and Laurie discuss the nuances of retirement planning, emphasizing the importance of balancing risk, growth, and safety. They explore strategies like bucket planning, managing inflation, and the significance of proactive financial management to ensure a secure retirement.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy i...
You’ve built the portfolio—but how do you turn it into a paycheck that actually
lasts? Because in retirement, income doesn’t just happen… it has to be designed.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy information.
Tax stategies are on the agenda for this episode of Money Matters. The discussion centers around a smarter approach to your tax situation not only for the year ahead but also for the years ahead in your retirement.
Reach Deb and Laurie at 800-932-5010.
See omnystudio.com/listener for privacy information.
For years, cash has felt like a safe haven for retirees. With interest rates finally providing some returns, many are tempted to move their savings into cash. But is this really a smart decision? In this post, we’ll explore the risks associated with holding too much cash in retirement and what you can do to ensure your retirement savings last.
Reach out to Deb and Laurie at 800-932-5010 or
Deb and Laurie bust common retirement myths, discuss strategic planning, and share insights on maximizing retirement income, social security, taxes, and healthcare. Perfect for those planning their future and seeking expert advice.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy information.
This episode explores the emotional and financial aspects of retirement planning, emphasizing the importance of holistic strategies that include emotional well-being, social connections, and financial security. Deb and Laurie share insights on managing identity loss, social isolation, and the role of various financial tools like annuities and Roth conversions.
Reach out to Deb and Laurie at 800-932-5010 or
In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of structured decumulation, tax strategies, and finding purpose post-retirement. They explore the implications of IRMA surcharges, RMDs, and the benefits of Roth conversions, while also addressing the challenges and opportunities of running a business in retirement. The conversation highlights the need ...
This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to accommodate longer lifespans and changing economic conditions. The hosts discuss the importance of tax strategies, healthcare planning, and the demographic shift known as 'Peak 65', which highlights the increasing number of retirees. They also address real-life challenges faced by retirees through listener que...
In this episode of Money Matters, Deb and Laurie discuss the newly introduced Trump accounts, which are tax-deferred investment accounts for children under 18. They explore the benefits of these accounts for estate planning and wealth transfer, emphasizing the importance of understanding the rules and potential impacts on family finances. The conversation shifts to the emotional aspects of retirement planning, highlighting the gap ...
This conversation delves into the intricacies of behavioral finance and its significant impact on retirement planning. Deb and Laurie discuss how emotional decision-making can derail even the best financial strategies, emphasizing the importance of mindset, structured planning, and the role of advisors. They explore various biases that affect financial decisions, the necessity of automation in managing investments, and the importan...
In this episode, Deb and Laurie delve into the intricacies of behavioral finance, exploring how emotions can lead to poor financial decisions. They discuss the importance of automation in managing investments, the impact of health and relationships on retirement, and strategies for navigating market volatility. The conversation also includes real-life scenarios and Q&A, providing listeners with practical insights into effective...
In this episode of Money Matters, Deb and Laurie discuss the importance of financial planning for couples, emphasizing the need for regular financial checkups, maximizing retirement contributions, and understanding various retirement options. They highlight the significance of open communication about financial goals and values, and the necessity of creating a comprehensive retirement plan that aligns with both partners' aspiration...
In this episode of Money Matters, Deb and Laurie discuss essential strategies for retirement planning, emphasizing the importance of a tailored financial playbook. They explore the significance of estate planning, the necessity of beneficiary designations, and the impact of tax strategies on retirement income. The hosts also provide insights into managing market volatility and the importance of proactive financial organization. Lis...
In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of proactive strategies to address inflation, healthcare costs, and market volatility. They highlight the necessity of a dynamic retirement plan that adapts to changing circumstances, the significance of understanding RMDs and tax implications, and the value of social security timing. The conversation a...
In this episode of Money Matters, Deb and Laurie discuss how to crisis-proof your retirement plan against unexpected financial storms, emphasizing the importance of having a solid strategy in place. They delve into behavioral finance, exploring how emotions and biases can impact financial decisions. The conversation also highlights the versatility of life insurance as a financial tool for retirement, including its benefits for tax-...
Are you on track for a comfortable retirement? Discover the six key indicators
that suggest you're financially prepared to enjoy your golden years without stress
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy information.
In this episode of Money Matters, the hosts explore the concept of retirement through the lens of music, discussing how various songs reflect the emotional and practical aspects of transitioning into retirement. They emphasize the importance of gratitude, flexibility, and intentional living while addressing common pitfalls in retirement planning. The conversation also includes listener questions, providing insights into navigating ...
Popular Podcasts
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The official podcast of comedian Joe Rogan.